Outcome driven consulting and research
through integrity, knowledge and discipline.

At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike.  Our consultannts develop ideas that solve our clients’ most complex and pressing retirement plan design challenges. Below are just a few of the ways we can help you while acting as an acknowledged Co-Fiduciary to your plan.

PARTICIPANT OUTCOMES

Plan Design Assistance
QDIA Selection Assistance Investment Mapping
Participant Education
Participant Advice

  • Group

  • One-on-one 

Risk Based Models
Enrollment Meetings
Participant Communication

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INVESTMENT RECOMMENDATIONS

Proprietary Research
Ongoing Due Diligence

  • In Person Meetings

  • Site Visits

  • Requests for Information

Investment Searches
Investment Policy Statement Review Investment Analytics/Scoring

  • Quantitative

  • Qualitative

Business Meeting

INVESTMENT PLATFORM

Fee Benchmarking

Investment Availability

Model Portfolio Availability

  • Risk Based Models

  • Target Date Models

Participant Experience

  • Participant Advice

  • Participant Guidance

Client Experience

  • Responsiveness

  • Knowledge

  • Experience

  • Resources

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